Jonathan S. Beatty, MD and Head of Advisor Services at Charles Schwab ($SCHW), sold about $2.4 million in company shares across eight open market transactions over the past year. His most recent sale occurred on February 27, 2026. These sales rank 3,132nd among over 11,678 insiders by total value sold, below the average of $8.6 million per insider and nearly 6.4 transactions. Beatty made no open market purchases in the period.
| Transaction Date | Company | Ticker | Insider Name | Title | Transaction Type | Security | Shares | Price | Shares Owned Following | Total Shares Outstanding | % of Owned | % of Outstanding |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| March 2, 2026 | SCHWAB CHARLES CORP | $SCHW | Beatty Jonathan S | MD, Head of Advisor Services | A | Nonqualified Stock Option (right to buy) | 24509 | $0.00 | 24,509.0000 | 2,074,000,000 | 9999.99% | 0.00% |
| Feb. 27, 2026 | SCHWAB CHARLES CORP | $SCHW | Beatty Jonathan S | MD, Head of Advisor Services | S | Common Stock | 2030 | $95.30 | 53,233.0000 | 2,074,000,000 | 3.67% | 0.00% |
| Jan. 22, 2026 | SCHWAB CHARLES CORP | $SCHW | Beatty Jonathan S | MD, Head of Advisor Services | M | Common Stock | 2000 | $46.39 | 55,263.0000 | 2,074,000,000 | 3.75% | 0.00% |
| Jan. 22, 2026 | SCHWAB CHARLES CORP | $SCHW | Beatty Jonathan S | MD, Head of Advisor Services | M | Nonqualified Stock Option (right to buy) | 2000 | $0.00 | 0.0000 | 2,074,000,000 | 100.00% | 0.00% |
| Jan. 22, 2026 | SCHWAB CHARLES CORP | $SCHW | Beatty Jonathan S | MD, Head of Advisor Services | S | Common Stock | 2000 | $105.00 | 55,263.0000 | 2,074,000,000 | 3.49% | 0.00% |
| Dec. 23, 2025 | SCHWAB CHARLES CORP | $SCHW | Beatty Jonathan S | MD, Head of Advisor Services | S | Common Stock | 2000 | $102.01 | 55,263.0000 | 2,074,000,000 | 3.49% | 0.00% |
| Dec. 23, 2025 | SCHWAB CHARLES CORP | $SCHW | Beatty Jonathan S | MD, Head of Advisor Services | M | Nonqualified Stock Option (right to buy) | 2000 | $0.00 | 2,000.0000 | 2,074,000,000 | 50.00% | 0.00% |
| Dec. 23, 2025 | SCHWAB CHARLES CORP | $SCHW | Beatty Jonathan S | MD, Head of Advisor Services | M | Common Stock | 2000 | $46.39 | 55,263.0000 | 2,074,000,000 | 3.75% | 0.00% |
| Nov. 12, 2025 | SCHWAB CHARLES CORP | $SCHW | Beatty Jonathan S | MD, Head of Advisor Services | S | Common Stock | 3072 | $98.00 | 55,263.0000 | 2,074,000,000 | 5.27% | 0.00% |
| Nov. 12, 2025 | SCHWAB CHARLES CORP | $SCHW | Beatty Jonathan S | MD, Head of Advisor Services | M | Nonqualified Stock Option (right to buy) | 3072 | $0.00 | 4,000.0000 | 2,074,000,000 | 43.44% | 0.00% |
| Nov. 12, 2025 | SCHWAB CHARLES CORP | $SCHW | Beatty Jonathan S | MD, Head of Advisor Services | M | Common Stock | 3072 | $46.39 | 55,263.0000 | 2,074,000,000 | 5.89% | 0.00% |
| Aug. 28, 2025 | SCHWAB CHARLES CORP | $SCHW | Beatty Jonathan S | MD, Head of Advisor Services | M | Common Stock | 6144 | $46.39 | 55,263.0000 | 2,074,000,000 | 12.51% | 0.00% |
| Aug. 28, 2025 | SCHWAB CHARLES CORP | $SCHW | Beatty Jonathan S | MD, Head of Advisor Services | M | Nonqualified Stock Option (right to buy) | 6144 | $0.00 | 7,072.0000 | 2,074,000,000 | 46.49% | 0.00% |
| Aug. 28, 2025 | SCHWAB CHARLES CORP | $SCHW | Beatty Jonathan S | MD, Head of Advisor Services | S | Common Stock | 6144 | $96.81 | 55,263.0000 | 2,074,000,000 | 10.01% | 0.00% |
| Aug. 27, 2025 | SCHWAB CHARLES CORP | $SCHW | Beatty Jonathan S | MD, Head of Advisor Services | S | Common Stock | 3296 | $97.18 | 55,263.0000 | 2,074,000,000 | 5.63% | 0.00% |
| July 1, 2025 | SCHWAB CHARLES CORP | $SCHW | Beatty Jonathan S | MD, Head of Advisor Services | F | Common Stock | 1035 | $90.74 | 58,559.0000 | 2,074,000,000 | 1.74% | 0.00% |
| May 30, 2025 | SCHWAB CHARLES CORP | $SCHW | Beatty Jonathan S | MD, Head of Advisor Services | S | Common Stock | 2850 | $87.57 | 59,594.0000 | 2,023,000,000 | 4.56% | 0.00% |
| May 8, 2025 | SCHWAB CHARLES CORP | $SCHW | Beatty Jonathan S | MD, Head of Advisor Services | M | Common Stock | 3658 | $44.24 | 62,444.0000 | 2,023,000,000 | 6.22% | 0.00% |
| May 8, 2025 | SCHWAB CHARLES CORP | $SCHW | Beatty Jonathan S | MD, Head of Advisor Services | S | Common Stock | 3658 | $85.00 | 62,444.0000 | 2,023,000,000 | 5.53% | 0.00% |
| May 8, 2025 | SCHWAB CHARLES CORP | $SCHW | Beatty Jonathan S | MD, Head of Advisor Services | M | Nonqualified Stock Option (right to buy) | 3658 | $0.00 | 0.0000 | 2,023,000,000 | 100.00% | 0.00% |
| March 1, 2025 | SCHWAB CHARLES CORP | $SCHW | Beatty Jonathan S | MD, Head of Advisor Services | F | Common Stock | 2088 | $79.05 | 62,444.0000 | 2,023,000,000 | 3.24% | 0.00% |
| March 1, 2025 | SCHWAB CHARLES CORP | $SCHW | Beatty Jonathan S | MD, Head of Advisor Services | M | Common Stock | 9482 | $0.00 | 64,532.0000 | 2,023,000,000 | 17.22% | 0.00% |
| March 3, 2025 | SCHWAB CHARLES CORP | $SCHW | Beatty Jonathan S | MD, Head of Advisor Services | A | Nonqualified Stock Option (right to buy) | 30096 | $0.00 | 30,096.0000 | 2,023,000,000 | 9999.99% | 0.00% |
| Nov. 25, 2024 | SCHWAB CHARLES CORP | $SCHW | Beatty Jonathan S | MD, Head of Advisor Services | M | Nonqualified Stock Option (right to buy) | 2300 | $0.00 | 3,658.0000 | 2,023,000,000 | 38.60% | 0.00% |
| Nov. 25, 2024 | SCHWAB CHARLES CORP | $SCHW | Beatty Jonathan S | MD, Head of Advisor Services | S | Common Stock | 2300 | $82.01 | 55,050.0000 | 2,023,000,000 | 4.01% | 0.00% |
| Nov. 25, 2024 | SCHWAB CHARLES CORP | $SCHW | Beatty Jonathan S | MD, Head of Advisor Services | M | Common Stock | 2300 | $44.24 | 55,050.0000 | 2,023,000,000 | 4.36% | 0.00% |
| Nov. 14, 2024 | SCHWAB CHARLES CORP | $SCHW | Beatty Jonathan S | MD, Head of Advisor Services | M | Nonqualified Stock Option (right to buy) | 2700 | $0.00 | 5,958.0000 | 2,023,000,000 | 31.19% | 0.00% |
| Nov. 14, 2024 | SCHWAB CHARLES CORP | $SCHW | Beatty Jonathan S | MD, Head of Advisor Services | M | Common Stock | 2700 | $44.24 | 55,050.0000 | 2,023,000,000 | 5.16% | 0.00% |
| Nov. 14, 2024 | SCHWAB CHARLES CORP | $SCHW | Beatty Jonathan S | MD, Head of Advisor Services | S | Common Stock | 2700 | $81.68 | 55,050.0000 | 2,023,000,000 | 4.68% | 0.00% |
| Nov. 11, 2024 | SCHWAB CHARLES CORP | $SCHW | Beatty Jonathan S | MD, Head of Advisor Services | S | Common Stock | 2500 | $77.02 | 55,050.0000 | 2,023,000,000 | 4.34% | 0.00% |
| Nov. 11, 2024 | SCHWAB CHARLES CORP | $SCHW | Beatty Jonathan S | MD, Head of Advisor Services | M | Common Stock | 2500 | $44.24 | 55,050.0000 | 2,023,000,000 | 4.76% | 0.00% |
| Nov. 11, 2024 | SCHWAB CHARLES CORP | $SCHW | Beatty Jonathan S | MD, Head of Advisor Services | M | Nonqualified Stock Option (right to buy) | 2500 | $0.00 | 8,658.0000 | 2,023,000,000 | 22.41% | 0.00% |
| July 11, 2024 | SCHWAB CHARLES CORP | $SCHW | Beatty Jonathan S | MD, Head of Advisor Services | M | Nonqualified Stock Option (right to buy) | 780 | $0.00 | 11,158.0000 | 2,023,000,000 | 6.53% | 0.00% |
| July 11, 2024 | SCHWAB CHARLES CORP | $SCHW | Beatty Jonathan S | MD, Head of Advisor Services | M | Common Stock | 780 | $44.24 | 55,050.0000 | 2,023,000,000 | 1.44% | 0.00% |
| July 11, 2024 | SCHWAB CHARLES CORP | $SCHW | Beatty Jonathan S | MD, Head of Advisor Services | S | Common Stock | 780 | $75.00 | 55,050.0000 | 2,023,000,000 | 1.40% | 0.00% |
| July 1, 2024 | SCHWAB CHARLES CORP | $SCHW | Beatty Jonathan S | MD, Head of Advisor Services | A | Common Stock | 11191 | $0.00 | 55,050.0000 | 2,023,000,000 | 25.52% | 0.00% |